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SpiderRock Advisors’s Chevron CVX Stock Holding History

SpiderRock Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$18.4M Buy
125,139
+10,456
+9% +$1.56M 0.29% 53
2024
Q2 		$17.9M Buy
114,683
+4,440
+4% +$708K 0.36% 51
2024
Q1 		$17.1M Buy
+110,243
New +$16.6M 0.43% 52
2017
Q2 		– Hold
0
– – – 64

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SpiderRock Advisors's CVX Position: Q3 2024 in Review

SpiderRock Advisors increased its Chevron (CVX) stake by 9.1% in Q3 2024, buying an estimated $1.56M and bringing the position to 125,139 shares worth $18.4M. The position accounts for 0.29% of the portfolio, ranked #53.

SpiderRock Advisors first reported a position in CVX in Q1 2024 and has held it in 3 quarters since. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • SpiderRock Advisors held 125,139 shares of Chevron worth $18.4M as of Q3 2024.
  • SpiderRock Advisors bought 10,456 Chevron shares in Q3 2024, an estimated $1.56M.
  • Chevron made up 0.29% of SpiderRock Advisors's portfolio in Q3 2024, its #53 holding.
  • SpiderRock Advisors first reported a position in Chevron in Q1 2024 and has held it in 3 quarters since.
  • 3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.